ML Schedules™ Software district users who have the ability to View Financial Reports will have access to the Group Balance Report.
1. Select Reports > Group Balance Report
This report will show you all Groups with an invoice created within the specified time period. You will be able to view the total amount invoiced, total payments received, and balance due for each group.
This will also include credits issued to groups and credits applied to their accounts.
Select the Magnifying Glass to view the invoice details for a specific Group.
This report is able to be saved to an Excel File () or printed to a PDF document ().
Sort Groups
1. Select the column header to sort all Groups based on that specific column.
Note: The column will be highlighted in blue when it is being sorted on.
Filter Groups
1. Select the three vertical dots within any header to filter further.
A menu will be displayed that allows you to filter specific selections within the selected column.
2. Select the checkbox next to each item you would like to filter on and then select the Filter button.
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